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rachelplush
Level 1

How do I change the date for my financial start date on bank account?

 
1 REPLY 1
SarahannC
Moderator

How do I change the date for my financial start date on bank account?

I've got a few steps on how you can modify your bank's beginning balance financial date, rachelplush.

 

Here's how:

  1. Go to Accounting on the left panel.
  2. In the Chart of Accounts section, select the appropriate bank.
  3. Click the Account history of the bank.
  4. Select Opening balance equity 
  5. Click the Calendar icon.
  6. Select the right date to correct it.
  7. Click Save.

 

You'll want to read this article about about updating your bank account sign-in information.

 

Fill me in if you have questions to add on. I'll be right here.

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